Applying Payments To Multiple Patients

You can apply a payment to one or several patients. This is done most commonly with insurance checks that cover services for several patients. The following steps assume that the payer fees due in the service records are correct.

1. On the patient list, highlight one of the patients to whom payment will be applied. From their Transaction List press the appropriate Patient Payment or Insurance Payment button and select the appropriate payer.
2. On the Payment Entry Screen enter the entire amount of the payment received for all Patients on this single check or payment. Fill in the other fields on the screen appropriately. Press the Ok button and you will be taken to the payment application screen listing services with open balances.
3. On the payment application screen, highlight a service corresponding to the Explanation of Benefits (EOB) and press the Apply Payment To Charge button. If everything was set perfectly in the service, the payer amount paid field will be filled with the correct amount. If it is not, you will have to change the amount paid to the correct amount. You can shift remaining debt to other payers or to discounts or write-offs at this time. When all payer amounts balance, press the Ok button.
4. When finished applying payments to all services for the current patient, press the Select Another Patient button on the lower left corner of the screen. Select the next Patient from the list. You may be presented with a list of payers for this new patient. If so, select the appropriate payer.
5. Continue the process until all of the money from the original payment amount has been applied.